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20120926
20121004
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capital spending will pick up once there's clarity with respect to tax policy and deficit spending. and until we see that, there will be a holdback, which there has been in capital spending. after the election those issues should be resolved so we're looking for very robust 2013 market wise. the other piece of this is we really have not had a steady inflow in equity funds since 07 defight the market performance. and that's not true of fixed income, we expect that to actually come to fruition. >> tom: okay. some money to come off out of fixed income maybe into stocks, with sei. >> absolutely. >> tom: let's take a look at your previous picks, right after valentine's day february 15 we saw you, american capital a private equity public trad company up 30% plus. city national up 9%. do you still like these? >> definitely. believe it or not, american capital still trading at three times earnings, despite its appreciation. and it's a perfect play on mid cap companies in the u.s. and certainly monies cheap too. so it's a great way to play the recovery. >> tom: mark, do you own position in
Search Results 0 to 2 of about 3 (some duplicates have been removed)

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